Muhlenfeld & Huish Joins Wilde Wealth Management; Firms Align to Add Depth of Service, Offerings to Clientele
(SCOTTSDALE, Ariz. – May 20, 2021) – Muhlenfeld & Huish, a financial services firm with more than $140 million in assets under management, has announced they will be joining Wilde Wealth Management Group, effective May 20, 2021. Both teams will retain their branding, and the team at Muhlenfeld & Huish has moved from its current location at 7373 N. Scottsdale Road in Scottsdale to Wilde Wealth’s newly expanded headquarters located a block away at 7025 N. Scottsdale Road in Scottsdale. Through the move, Muhlenfeld & Huish will gain access to the depth of experience as well as the array of in-house service offerings in the fields of legal, taxes, risk management, family services, real estate and insurance, which Wilde Wealth offers.
“Ed Muhlenfeld is a legend in the field. A Vietnam veteran, Ed earned his undergraduate degree from Princeton and master’s degree from Georgetown before getting his start in our industry in 1971,” says Trevor Wilde, co-founder and chief executive officer of Wilde Wealth Management Group. “Since moving to Arizona in 1975, he has dedicated his life to serving clients and the community alike. What started as a hobby became a career. Ed’s passion for teaching led to many seminars in the 80s, which laid the foundation for his business.”
Muhlenfeld joined together with Rob Huish in 1999. Prior, Huish – an Arizona native and Arizona
State University alum – worked in banking for seven years.
“Ed’s office manager was actually a premier banking customer of mine in the late 1990s,” says Huish. “When I volunteered to seek out some alternatives that would better align with his needs than the standard offerings, he was impressed with my dedication, honesty and strategic approach. Soon after, he introduced me to Ed, who offered me partnership in business. Twenty-two years later, the rest is history.”
According to Huish, the decision to align with Wilde was three-fold.
“First and foremost, we were impressed by Trevor’s complete transparency and high level of ethics and integrity, as evidenced by his 13-year ranking on Barron’s list of the top 1,200 advisory in the nation and his recent ranking as the No. 2 advisor in Arizona by Forbes. Those honors are not lip service as they come as the result of detailed research into a firm’s character along with its revenue,” says Huish.
Second, according to Huish, the firm sought a partner that would bring added depth and talent to the practice as well as cutting-edge technology to help them further improve the lives of their clients.
Finally, Muhlenfeld & Huish made the decision to only consider partnership with a firm authentically committed to being a good community servant.
“Call it Karma or call it the golden rule, but when you take care of others, the heavens open and pour out blessings upon you,” says Huish. “In the short time since we started talking about going down the partnership path with Wilde, we’ve seen their team raise more than 1,200 pounds of food for City of Scottsdale seniors, volunteer to stuff teddy bears for Southwest Human Development’s Reading Buddies program and make multiple financial contributions to local organizations in need. Those are our kind of people.”
For the award-winning Wilde Wealth, this affiliate comes on the heels of their partnership with Self Wealth Management in Scottsdale, Mosaic Financial Associates in Tempe and Premier Wealth Management Albuquerque as well as the transition of Chris Smith Investments in Payson to Wilde Wealth Management Group Payson.
For additional information, please visit www.wildewealth.com.
About Wilde Wealth Management Group
Wilde Wealth Management Group provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof. A fee-based firm with in-house
Investment Advisor Representatives, Certified Financial Planners, Certified Public Accountants, attorneys, and mortgage and insurance specialists all working together toward clients’ diverse goals, the firm has been recognized by Forbes as among “The Most Dependable Wealth Managers in the Southwest” and has been named to Barron’s “List of Top 1,200 Advisors” annually for 13 years, most recently ranking in the top five firms in Arizona. Currently, Wilde
Wealth Management Group has five offices across Arizona located in Scottsdale, Glendale, Mesa, Tempe, Tucson and Payson as well as a branch in Terre Haute, Ind. and affiliate partners across the Southwest. For more information, visit www.wildewealth.com.
Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is then verified and then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors’ practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be considered as an endorsement of the advisor by any client.
The Forbes ranking of Best-In-State Wealth Advisors (awarded to Trevor Wilde), developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of March 2021 and 32,725 nominations received, based on thresholds – 15,854 invited to complete online survey – 13,114 telephone interviews – 2,085 in-person interviews at Advisor’s location. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.